Content
Chapters
1 | Managing the Elder Law Practice
Lois M. Zerrer
2 | Retirement Benefits
Simone Haberstock McCartney and James Francis McCartney
Christine A. Alsop (Supp.)
3 | Using Trusts for Persons Who Are Elderly or Have a Disability
Craig C. Reaves
4 | Income Tax Planning and Issues
Joseph Haverstick
5 | Medicare and Supplemental Health Insurance
Barbara J. Gilchrist and Reginald H. Turnbull
6 | Planning and Paying for Long-Term Care
David S. Purcell
Paul M. Gantner (Supp.)
7 | MO HealthNet
Julie A. Berkowitz
8 | Family Rights and Responsibilities
Bruce E. Friedman, David W. Whipple, and Barbara E. Hecht
9 | Planning for Incapacity With Powers of Attorney
Janet Nava Bandera
10 | Guardianship and Conservatorship
Martha C. Brown
Luqman Sadiq (Supp.)
11 | Nursing Home Residents’ Rights
Derek H. Potts and Patricia L. Campbell
12 | Elder Abuse and Neglect
Karen C. Warren
13 | Housing Alternatives
John J. Ammann
14 | Home and Community-Based Services
David P. Sykora and Margaret L. Stansbury
Ellie Hanson (Supp.)
Forms
Chapter 1—Managing the Elder Law Practice
Appointment Confirmation Letter | §1.7
Client’s Personal Information | §1.9
Information for an Estate Planning Practice | §1.10
Intake Form | §1.11
Billing the Client | §1.13
Client Confidentiality and Information Release | §1.14
Sample Instructions on How to Open a New Estate Planning File | §1.15
Thanking the Client | §1.16
Chapter 2—Retirement Benefits
Considerations—Checklist | §2.1
Distributions | §2.46
Request for Social Security Earnings Information | §2.59
Request for Hearing by Administrative Law Judge | §2.60
Request for Review of Hearing Decision/Order | §2.61
Appeal Under the Railroad Retirement Act or the Railroad Unemployment Insurance Act | §2.62
Chapter 3—Using Trusts for Persons Who Are Elderly or Have a Disability
Analysis of Options for Distributing Property to a Child Who Has a Disability | §3.37
Date of the Trust Is Important | §3.55
Chapter 9—Planning for Incapacity With Powers of Attorney
Power With Respect to Employment Benefits | §9.59
Power to Make Gifts | §9.60
Power to Provide Support to Others | §9.61
Custodianship and § 529 Plans | §9.62
Authorization Under the Health Insurance Portability and Accountability Act of 1996 | §9.63
Authorization to Access Electronic Information | §9.64